Engagement Templates

Define the shape of every engagement type your firm sells. Configure fields, sliders, chips, and nested templates so discovery captures exactly what each service needs.

Note

For a high-level comparison of how templates and data schemas differ, see the Templates vs. Data Dictionaries overview.

Quickstart

Navigate to Settings > Engagement Templates to create or edit the templates that define your service offerings.

In-Depth

Engagement Templates are the “DNA” of your service delivery. They define what information needs to be captured for specific types of work, ensuring consistency across your sales and delivery teams.

Managing templates

Each template is composed of several key elements:

  • Name: The label shown in the type selector when creating a new engagement.

  • Fields: A configurable list of data points. Supported types include:

    • Text: For descriptions or single-line notes.
    • Chip: For categorized selections (e.g., Technology stack).
    • Slider: For ranges or percentages (e.g., Confidence levels).
    • Nested Template: For complex, hierarchical data structures.
    • Image: For visual references or branding.

    Note: Any field can be checked with Remove from Slideshow to hide it during client presentations while still capturing the data internally.

  • Slideshow: A toggle that enables a presentation-style mode for these fields, ideal for client walkthroughs or internal reviews.

AI-Driven Configuration

You don’t have to build templates manually. Servantium’s AI can generate or modify templates based on natural language descriptions.

  1. Open the Engagement Template editor.
  2. Use the AI prompt to describe the type of service (e.g., “Create a template for a 6-week UI/UX Audit”).
  3. The system will propose a set of fields and structures which you can then refine.
Note

Engagement templates are deeply integrated with Data Dictionaries. When you add a field to a template, the system automatically tracks it for cross-engagement reporting and search.

Need more help?

Our support team is available to assist you.

Contact Support